504 Plan Meeting Checklist

Checklist preview

Meeting Preparation

• Confirm the meeting date, time, location, and format with the 504 coordinator.
• Check that notice was provided to the family according to district procedures.
• Review the student's current 504 plan and accommodations.
• Clarify the meeting's purpose, such as initial plan, annual review, or plan change.
• Arrange an interpreter or translated materials if the family needs them.

Participants

• Confirm team members required by your district's Section 504 procedures will attend.
• Invite teachers who know the student and can speak to classroom performance.
• Include the school nurse or other staff when health-related needs will be discussed.
• Invite the student to participate when appropriate.

Student Information

• Gather classroom observations and work samples.
• Note which accommodations the student uses and how well they are working.
• Collect relevant grades, attendance, and assessment information.
• Bring documentation the family or outside providers have shared with the school.
• List questions or concerns to discuss with the team.

During the Meeting

• Begin with the student's strengths and progress.
• Invite family and student input on what helps and what is difficult.
• Base decisions on the student's individual needs, not a standard list of supports.
• Record agreed changes, responsibilities, and timelines.

Implementation & Follow-Up

• Follow district procedures for finalizing and distributing the plan.
• Share the updated plan with staff responsible for implementing it.
• Implement accommodations consistently across classes, testing, and activities.
• Document how and when accommodations are provided, as your district requires.
• Monitor whether accommodations are effective and note any concerns.
• Contact the 504 coordinator if the plan may need to be reconsidered.
• Keep 504 records confidential and store them securely.
• Schedule the next review date.